Who owns WisdomTree Earnings 500 Fund?
- Ticker: EPS
- CUSIP Number: 97717W588
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree Earnings 500 Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of WisdomTree Earnings 500 Fund stock
Who bought or sold WisdomTree Earnings 500 Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Fiduciary Trust Company | 1.8M | $138M | -4% | Jun 2026 |
|
| LPL Financial | 1.6M | $128M | 8% | Jun 2026 |
|
| Garrett Wealth Advisory Group | 752k | $60M | 0% | Sep 2026 |
|
| Cetera Investment Advisers | 687k | $54M | 4% | Jun 2026 |
|
| Private Advisor | 665k | $52M | -4% | Jun 2026 |
|
| Integrity Alliance | 582k | $47M | 3% | Sep 2026 |
|
| WealthPlan Investment Management | 564k | $45M | 9% | Sep 2026 |
|
| Team Financial Group | 457k | $37M | 0% | Sep 2026 |
|
| Kestra Advisory Services | 382k | $30M | 36% | Jun 2026 |
|
| Financial Gravity Companies | 304k | $24M | 100% | Jun 2026 |
|
| Ieq Capital | 265k | $21M | 0% | Jun 2026 |
|
| Flagship Wealth Advisors | 234k | $18M | 204% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 199k | $16M | 1% | Jun 2026 |
|
| Stenger Family Office | 177k | $14M | -4% | Sep 2026 |
|
| Bank of America Corporation | 175k | $14M | -8% | Jun 2026 |
|
| Jpmorgan Chase & Co | 173k | $13M | 100% | Jun 2026 |
|
| Maia Wealth | 166k | $13M | 39% | Sep 2026 |
|
| Colony | 141k | $11M | 0% | Jun 2026 |
|
| Eastern Bank | 117k | $9.3M | 0% | Sep 2026 |
|
| Ameritas Advisory Services | 107k | $8.4M | 536% | Jun 2026 |
|
| Feltz Wealth PLAN | 96k | $7.7M | 28% | Sep 2026 |
|
| Marietta Wealth Management | 95k | $7.7M | -4% | Sep 2026 |
|
| UBS Group | 90k | $7.0M | 3% | Jun 2026 |
|
| Creative Planning | 89k | $6.9M | -1% | Jun 2026 |
|
| Vista Investment Management | 85k | $6.6M | 0% | Jun 2026 |
|
| CFG Asset Management | 82k | $6.3M | 3% | Jun 2026 |
|
| TopTier Wealth Management | 80k | $6.4M | 0% | Sep 2026 |
|
| BFC Planning | 80k | $6.2M | 3% | Jun 2026 |
|
| Harbour Investments | 78k | $6.1M | 3% | Jun 2026 |
|
| Wells Fargo & Company | 76k | $5.9M | -2% | Jun 2026 |
|
| Towle & Co | 62k | $4.8M | 60% | Jun 2026 |
|
| Jones Financial Companies, L.L | 60k | $4.6M | 19% | Jun 2026 |
|
| Integrity Advisory Solutions | 56k | $4.5M | 16% | Sep 2026 |
|
| Goldman Sachs Group | 52k | $4.0M | 29% | Jun 2026 |
|
| Prime Capital Investment Advisors | 48k | $3.8M | -5% | Sep 2026 |
|
| Lowe, Brockenbrough & Company | 46k | $3.6M | 0% | Jun 2026 |
|
| Betterment | 44k | $3.4M | -5% | Jun 2026 |
|
| Raymond James Financial | 44k | $3.4M | 0% | Jun 2026 |
|
| AssuredPartners Investment Advisors | 43k | $3.3M | 0% | Jun 2026 |
|
| LongView Wealth Management | 39k | $3.1M | 10% | Sep 2026 |
|
| WealthPoint Financial | 38k | $3.0M | 2% | Jun 2026 |
|
| Beacon Financial | 37k | $3.0M | -1% | Sep 2026 |
|
| Systelligence | 36k | $2.8M | -75% | Jun 2026 |
|
| Pine Valley Investments Ltd Liability | 36k | $2.8M | 26% | Jun 2026 |
|
| Rockland Trust | 35k | $2.8M | -1% | Sep 2026 |
|
| Modera Wealth Management | 35k | $2.8M | 0% | Sep 2026 |
|
| Royal Bank of Canada | 31k | $2.4M | 19% | Jun 2026 |
|
| Ameriprise Financial | 28k | $2.2M | -57% | Jun 2026 |
|
| Chicago Partners Investment | 27k | $2.1M | 0% | Sep 2026 |
|
| Daymark Wealth Partners | 24k | $1.9M | 3% | Jun 2026 |
|
| Global Retirement Partners | 23k | $1.8M | 100% | Jun 2026 |
|
| Advisory Alpha | 23k | $1.8M | -5% | Jun 2026 |
|
| Two Sigma Investments | 22k | $1.7M | 100% | Jun 2026 |
|
| Envestnet Asset Management | 21k | $1.7M | -1% | Jun 2026 |
|
| Ubs Global Asset Management Americas | 21k | $1.6M | 0% | Jun 2026 |
|
| Advisor Group Holdings | 21k | $1.6M | -40% | Jun 2026 |
|
| FMR | 20k | $1.6M | 5% | Jun 2026 |
|
| Sontag Advisory | 18k | $1.4M | 100% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 17k | $1.4M | 1% | Sep 2026 |
|
| Holistic Planning | 17k | $1.3M | 10% | Jun 2026 |
|
| BlackRock | 14k | $1.1M | -1% | Jun 2026 |
|
| Mariner Wealth Advisors | 14k | $1.1M | 24% | Jun 2026 |
|
| Herold Advisors | 14k | $1.1M | 0% | Sep 2026 |
|
| Savvy Advisors | 13k | $1.0M | 100% | Jun 2026 |
|
| Arkadios Wealth Advisors | 12k | $953k | 2% | Jun 2026 |
|
| Beacon Financial Advisory | 12k | $975k | -13% | Sep 2026 |
|
| Steward Partners Investment Advisory | 12k | $938k | -1% | Jun 2026 |
|
| Summit Financial | 12k | $935k | -10% | Jun 2026 |
|
| Centaurus Financial | 12k | $924k | -1% | Jun 2026 |
|
| Triad Wealth Partners | 11k | $894k | 0% | Sep 2026 |
|
| Mosaic Family Wealth Partners | 11k | $867k | 220% | Jun 2026 |
|
| Commonwealth Equity Services | 10k | $796k | 34% | Jun 2026 |
|
| Paul Damon & Associates | 10k | $778k | 0% | Jun 2026 |
|
| Essential Planning | 9.8k | $781k | -2% | Sep 2026 |
|
| Quartz Partners | 9.6k | $744k | 3% | Jun 2026 |
|
| Verus Capital Partners | 9.4k | $733k | 7% | Jun 2026 |
|
| Atria Investments | 9.2k | $739k | -24% | Sep 2026 |
|
| Seek First | 8.8k | $706k | 0% | Sep 2026 |
|
| Parkside Financial Bank & Trust | 8.8k | $705k | 0% | Sep 2026 |
|
| Melone Private Wealth | 8.6k | $691k | 0% | Sep 2026 |
|
| Cornerstone Wealth Management | 8.6k | $672k | -1% | Jun 2026 |
|
| AQR Capital Management | 8.6k | $672k | 0% | Jun 2026 |
|
| Institute For Wealth Management | 8.6k | $667k | 0% | Jun 2026 |
|
| Parsons Capital Management | 8.5k | $681k | -1% | Sep 2026 |
|
| Stifel Financial | 8.2k | $642k | -2% | Jun 2026 |
|
| Berger Financial Group | 8.1k | $633k | 0% | Jun 2026 |
|
| Concurrent Investment Advisors | 8.0k | $642k | -5% | Sep 2026 |
|
| Bouchey Financial | 7.8k | $608k | 0% | Jun 2026 |
|
| Brand Asset Management Group | 7.8k | $607k | -1% | Jun 2026 |
|
| E&G Advisors | 7.7k | $615k | 1% | Sep 2026 |
|
| Lido Advisors | 7.4k | $575k | -99% | Jun 2026 |
|
| Susquehanna International | 7.2k | $563k | -8% | Jun 2026 |
|
| Redwood Financial Network Corp | 6.7k | $520k | 0% | Jun 2026 |
|
| United Advisor Group | 6.7k | $518k | 19% | Jun 2026 |
|
| Kelman-Lazarov | 6.5k | $505k | 0% | Jun 2026 |
|
| Capital Group Private Client Services | 6.4k | $500k | 0% | Jun 2026 |
|
| Tower Research Capital | 6.4k | $494k | 100% | Jun 2026 |
|
| Mercer Global Advisors | 6.3k | $490k | 88% | Jun 2026 |
|
| Belpointe Asset Management | 6.1k | $474k | 26% | Jun 2026 |
|
| IFG Advisory | 5.9k | $462k | 100% | Jun 2026 |
|
| Investment Partners Asset Management | 5.9k | $473k | -12% | Sep 2026 |
|
| First Trust Advisors | 5.6k | $436k | 0% | Jun 2026 |
|
| Branch Banking & Trust Company | 5.6k | $446k | 4% | Sep 2026 |
|
| Optima Capital | 5.4k | $429k | 0% | Sep 2026 |
|
| Park Avenue Securities | 5.3k | $421k | 22% | Sep 2026 |
|
| Integrated Wealth Concepts | 5.2k | $408k | 16% | Jun 2026 |
|
| Strategic Financial Concepts | 5.2k | $408k | -3% | Jun 2026 |
|
| Goss Wealth Management | 5.1k | $394k | 0% | Jun 2026 |
|
| Mml Investors Services | 5.0k | $388k | 25% | Jun 2026 |
|
| Westwood Holdings | 5.0k | $387k | 0% | Jun 2026 |
|
| Pnc Financial Services | 4.9k | $385k | 28% | Jun 2026 |
|
| Wedbush Morgan Securities | 4.9k | $390k | -10% | Sep 2026 |
|
| IFS Advisors | 4.8k | $383k | 0% | Sep 2026 |
|
| Focus Financial Network | 4.8k | $380k | -1% | Sep 2026 |
|
| Charter Trust | 4.7k | $375k | -1% | Sep 2026 |
|
| SWMG | 4.5k | $364k | -27% | Sep 2026 |
|
| Ashton Thomas Securities | 4.4k | $350k | 0% | Sep 2026 |
|
| Advisor Resource Council | 4.4k | $343k | 0% | Jun 2026 |
|
| Founders Financial Alliance | 4.3k | $337k | 1% | Jun 2026 |
|
| Advisory Services Network | 4.2k | $329k | 0% | Jun 2026 |
|
| Garrett Investment Advisors | 4.2k | $337k | 0% | Sep 2026 |
|
| HPM Partners | 4.2k | $324k | 0% | Jun 2026 |
|
| CI Private Wealth | 4.2k | $323k | 0% | Jun 2026 |
|
| CoreCap Advisors | 4.1k | $329k | 0% | Sep 2026 |
|
| AE Wealth Management | 3.9k | $304k | -4% | Jun 2026 |
|
| Moller Financial Services | 3.7k | $298k | 0% | Sep 2026 |
|
| Cambridge Investment Research Advisors | 3.7k | $289k | -8% | Jun 2026 |
|
| Mutual Advisors | 3.6k | $278k | 0% | Jun 2026 |
|
| Walkner Condon Financial Advisors | 3.5k | $276k | 0% | Jun 2026 |
|
| Umb Bank N A | 3.5k | $274k | 0% | Jun 2026 |
|
| Axxcess Wealth Management | 3.5k | $280k | 0% | Sep 2026 |
|
| Luts & Greenleigh Group | 3.5k | $269k | 0% | Jun 2026 |
|
| Johnson Investment Counsel | 3.4k | $267k | 0% | Jun 2026 |
|
| EP Wealth Advisors | 3.4k | $265k | 100% | Jun 2026 |
|
| Nbc Securities | 3.1k | $248k | -16% | Sep 2026 |
|
| Secured Retirement Advisors | 3.1k | $240k | 0% | Jun 2026 |
|
| Farther Finance Advisors | 3.0k | $244k | -7% | Sep 2026 |
|
| Apollon Wealth Management | 3.0k | $238k | 0% | Sep 2026 |
|
| Peterson Wealth Advisors | 2.9k | $233k | 0% | Sep 2026 |
|
| Jane Street | 2.8k | $219k | 100% | Jun 2026 |
|
| Signal Advisors Wealth | 2.7k | $214k | -4% | Sep 2026 |
|
| RMR Wealth Builders | 2.6k | $208k | -3% | Sep 2026 |
|
| TrueNorth | 2.2k | $173k | 100% | Jun 2026 |
|
| Nova Wealth Management | 2.0k | $159k | -8% | Jun 2026 |
|
| Beacon Investment Advisory Services | 2.0k | $156k | 0% | Sep 2026 |
|
| SJS Investment Consulting | 1.7k | $138k | 0% | Sep 2026 |
|
| Rockefeller Capital Management | 1.3k | $101k | 100% | Jun 2026 |
|
| Polaris Financial Partners | 1.2k | $120k | 100% | Sep 2026 |
|
| Coastline Trust | 1.1k | $89k | -10% | Sep 2026 |
|
| Geneos Wealth Management | 1.1k | $85k | 70% | Jun 2026 |
|
| REAP Financial Group | 627.00 | $49k | -62% | Jun 2026 |
|
Who sold out of WisdomTree Earnings 500 Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Win Advisors | Mar 2026 | 129k | $8.8M |
| Citadel Advisors | Mar 2026 | 14k | $958k |
| Western Wealth Management | Mar 2026 | 6.5k | $441k |
| M^T Bank Corporation | Mar 2026 | 5.9k | $404k |
| Independent Advisor Alliance | Mar 2026 | 4.0k | $275k |